Create a New Post (Any Type)

This article reviews how to create a post of any content type. For details about the different content types please refer to Content Type Details.

How to Create a New Post

1. Sign into Studio as a user with permission to create or edit content.
2. Open the Planner page by selecting the top left menu and navigate to Publish > Planner.
   
   
3. From any view on the Planner page (month, week, day, or list), select Add Post in the top right corner.
   
   
4. Choose your content type. 
   Note: Polls are only available to Program Managers and Administrators and have only been enabled for programs who have mobile app version 4.0+. If your program has not yet upgraded to version 4.0, you may not have the poll option available in Planner. 
   
   

5. Depending on the type of post, create the content using one or more of the following methods:

   • Paste a link to auto-generate content
   • Upload an image or video file
   • Fill in or edit the text-based fields
   • Format text (articles only)
   • Upload and attach a file (articles only)
   • Add a question and 2-5 answers (polls only)

6. Configure publish settings:

   • Author- By default content appears to be published by the program itself. Click on the author to select yourself or another studio user from the dropdown menu. Users appear in the list if they are both a studio user AND they are fully registered in the employee experience. 
   • Channels - Target content to at least one channel using the plus button to select one or more channels for the content to appear in. You can edit the post to unselect channels or add additional channels at any time before or after publishing the post.
     • If the channel displays with an eye icon with a line through it, that indicates the channel is Hidden from members in the experience.
       
     • Channels displayed with a group icon are targeted to at least one group.
        
     • Channels without either icon are published and visible to all members in the web and mobile experience.
        
   • Initiatives - Assign an initiative to the post to aid with tracking business objectives.
   • Schedule - You can choose to specify a date and time for the post to be published or archived. The time that you select will be set in the same time zone as your device. For example, if you schedule a publish time of 9am Eastern the post will publish at 9am Eastern, 6am Pacific.
     • Publish - By default publish is set to "now". To change, click Now to open the selector window. Select Schedule for Later and choose a date and time from the dropdown calendar. Click Done to exit the selector window.
     • Archive - By default archive is not scheduled. Click Off and then Later to choose a date for the post to be archived automatically. The archive date can be adjusted at any time after publishing.
   • Featured - Switch to on in order to make this content appear on the Featured tab. Once turned on, customize the label.
   • Shareable - You can turn this on to make the share icon appear to user. When turned on, the prepopulated Share Message becomes available.
   • Commentable - Turn on to promote engagement. 
   • Translatable - When enabled, users that are browsing content with a device set to a different language than the content will see a translate icon on the post.
   • Resource - Turn the feature on to add this piece of content to the list of quick links available under the Resources tab in the web and mobile experience. 
   • Smart Campaigns - Only available to some Studio users. Configure a Smart Campaign to start running when the post is published.
7. Save your work
   • Select Save to keep a copy of the post as a draft. You can return to the draft under the drafts filter and select continue editing. Then publish when you are ready.
   • Select Publish or Schedule to publish the post.
     • Publish is an option if the post is scheduled to publish now. When you click publish, the post becomes available to members immediately.
     • Schedule is an option if you have scheduled a specific time for publishing. When you click Schedule, the post will appear in Planner with published status scheduled. Then, at the scheduled time the post will become published and available to members.

How to Create a Quick Draft

Use this workflow if you only need to create a draft with minimal information on the post. For example, during a meeting you can use Quick Draft to start a post for a special event and then revisit the post to finalize it later. Or you can create a draft for a colleague to complete.

1. Sign into Studio as a user with permission to create or edit content.
2. Open the Planner page by selecting the top left menu and navigate to Publish > Planner.
   
3. From any view on the Planner page (month, week, day, or list), hover over Add Post in the top right corner. Select Quick Draft.
   
4. Required: enter a title.
   Optional: change the scheduled time, content type, author, and/or write internal notes.
   
   
   
   

5. Click save to create a placeholder post under your drafts filter to edit at a later date.
   OR
   Select Edit in Publisher to enter the full page editor on your screen where you can configure all settings for the post.